Senior Tax Associate — Family Office Specialist

Pathstone; Potomac (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus award

Job summary

Pathstone is seeking a Tax Senior in Potomac, Maryland to handle client tax and family office service needs. The role involves preparing complex tax returns and assisting managers with reviews of individual and partnership tax returns.

The ideal candidate will have a Bachelor’s in accounting and 3-5 years of public accounting tax experience. The position offers a salary range of $70,000 - $90,000 per year along with potential for a discretionary bonus.

Qualifications

• 3 to 5 years’ public accounting tax experience with a Certified Public Accounting firm.
• Experience serving high net worth families or Family Office Services preferred.

Responsibilities

• Drive the tax return preparation process and estimates.
• Assist managers with review of various tax returns.
• Research and recommend on tax and financial planning.

Skills

Public accounting tax experience

Effective communication

Tax return preparation

Education

Bachelor’s in accounting or related field

CPA preferred

Job description

Pathstone is seeking a Tax Senior in Potomac, Maryland to handle client tax and family office service needs. The role involves preparing complex tax returns and assisting managers with reviews of individual and partnership tax returns.

The ideal candidate will have a Bachelor’s in accounting and 3-5 years of public accounting tax experience. The position offers a salary range of $70,000 - $90,000 per year along with potential for a discretionary bonus.